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BuildBetter provides powerful filtering capabilities to help you find and analyze the signals that matter most. Use structured filters, natural language queries, or a combination of both to explore your data.

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Filtering Overview

Filter signals by:
  • Signal properties (type, sentiment, severity, emotions, business impact)
  • Source information (interaction type, extraction method, data type)
  • Associated entities (companies, people, personas, topics)
  • CRM metadata (Salesforce, HubSpot fields)
  • Time ranges and custom date periods
  • Boolean logic (AND/OR/NOT) for complex queries

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Natural Language Query Builder

BuildBetter’s AI-powered query builder lets you search using plain English:

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How It Works

  1. Type your question in natural language
  2. AI translates it to structured filters
  3. Review and refine the generated query
  4. Save successful queries for reuse

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Example Queries

  • “Show me all bug reports from enterprise customers in the last 30 days”
  • “Feature requests with high severity from this quarter”
  • “Complaints about performance from companies in the healthcare industry”
  • “Action items assigned to the product team this month”
Start with natural language to quickly build complex filters, then switch to structured mode for fine-tuning.

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Structured Filtering

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Signal Property Filters

Signal Type: Select from 35+ types (Feature Request, Bug, Complaint, etc.)Interaction Type:
  • Internal (team conversations)
  • External (customer conversations)
Extraction Method:
  • Automatic (AI-detected)
  • Manual (user-created)
Sentiment: Filter by emotional tone (-10 to +10)
  • Very Negative: -10 to -6
  • Negative: -5 to -1
  • Neutral: 0
  • Positive: 1 to 5
  • Very Positive: 6 to 10
Severity: Filter by impact level (-10 to +10)
  • Critical issues: 6 to 10
  • Important: 3 to 5
  • Moderate: 1 to 2
  • Minor: -2 to 0
Emotions Detected:
  • Happiness, Frustration, Confusion
  • Excitement, Concern, Surprise
  • And more…
Business Impact Areas:
  • Revenue impact
  • Adoption & usage
  • Customer satisfaction
  • Retention risk
  • Operational efficiency

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Entity Filters

Companies: Filter by organization name or CRM accountPeople: Filter by contact name or participantPersonas: Filter by customer segment or role
Topics: AI-detected themes and subjectsKeywords: Specific terms or phrasesTags: Manual organizational labelsFolders: Signals organized in collections

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CRM Metadata Filtering

When Salesforce or HubSpot is connected, filter by:
  • Account fields: Industry, size, region, custom fields
  • Contact properties: Role, status, engagement level
  • Opportunity data: Stage, value, close date
  • Custom CRM fields: Any field from your CRM
CRM metadata appears automatically in filters when integrations are active. Filter by any synced field.

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Time Filters

Predefined Periods:
  • Today
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • This quarter
  • This year
Custom Date Ranges:
  • Select specific start and end dates
  • Filter by creation date or source date
  • Use relative date ranges (e.g., “last 2 weeks”)

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Advanced Filtering

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Boolean Logic

Combine filters with AND/OR/NOT operators: Example: 
(Type = "Feature Request" OR Type = "Bug")
AND Sentiment < -3
AND Company Industry = "Healthcare"

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Nested Conditions

Create complex filter groups:
  • Group related conditions
  • Apply different logic per group
  • Build sophisticated queries

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Saved Filter Views

  • Save common filter combinations
  • Name and organize your views
  • Quick access to frequent analyses
  • Share views with teammates
Saved views preserve all filter settings, column configurations, and sort orders for instant access.

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Signal Properties Reference

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Core Properties

  • ID: Unique signal identifier
  • Type: Signal classification
  • Summary: AI-generated summary
  • Content: Full signal text/quote
  • Source: Origin (call, conversation, import)
  • Created: Extraction timestamp
  • Updated: Last modification time

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Enrichment Properties

  • Sentiment: -10 to +10 emotional score
  • Severity: -10 to +10 impact score
  • Bias: External signal bias (0 to 10)
  • Confidence: Extraction confidence score
  • Emotions: Array of detected emotions
  • Business Impact: Impact area classifications

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Relationship Properties

  • People: Associated contacts (with CRM data)
  • Companies: Related organizations (with CRM data)
  • Topics: Detected themes
  • Personas: Customer segments
  • Tags: User-applied labels
  • Folders: Organization collections

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Source Context

  • Recording ID: Link to source call
  • Timestamp: Exact moment in recording
  • Transcript Segment: Surrounding conversation
  • Speaker: Who said it
  • Meeting Type: Call classification

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Column Management

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Table View Customization

  • Show/hide columns
  • Reorder columns
  • Adjust column widths
  • Group by properties
  • Sort by any column

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Available Columns

  • All signal properties
  • CRM metadata fields
  • Custom AI-generated columns (in datasets)
  • Calculated fields
  • Aggregated metrics
Save column configurations with your filter views for consistent table layouts.

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Search Capabilities

  • Search signal content and summaries
  • Find by company or person name
  • Search topics and keywords
  • Filter results in real-time
  • Boolean search operators
  • Phrase matching (“exact match”)
  • Wildcard support
  • Field-specific search

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Best Practices

Start broad, then narrow: Begin with type or date filters, then add specific criteria
Use natural language first: Let AI build complex queries, then refine manually
Save frequently used filters: Create views for common analyses
Combine entity and property filters: Filter by “Feature Requests from Enterprise customers with high severity”
Leverage CRM metadata: Use Salesforce/HubSpot fields to segment by business attributes

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Troubleshooting

  • Verify filters aren’t too restrictive
  • Check date range settings
  • Ensure CRM metadata has synced
  • Try removing filters one by one
  • Add more specific filters
  • Narrow date range
  • Use AND logic instead of OR
  • Filter by higher severity/priority
  • Verify integration is active
  • Check sync status in Settings > Integrations
  • Ensure CRM fields are populated
  • Refresh the page to reload metadata
Filters apply in real-time. As you add or modify filters, the signal list updates immediately to show matching results.